YOUR ADVOCATES LTD LLP
Q2 2022 Form 13-F
HOUSTON, TEXAS
CIK 0001774437
· CRD 138612
· SEC-registered investment adviser
$168.9M Reported Value Total
ADVOCATES WEALTH PLANNING reports 972 total accounts under management (AUM). There are 972 discretionary accounts valued at $346,113,346, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $1.3M gross asset value
Private Equity Fund: $1.3M
Source: Form ADV filed 2026-03-23
Reported value
$168.9M
Quarter over quarter
-7.8%
Holdings
171
Top-10 concentration
89.9%
Key People
Form ADV owners & control persons
Kurt Louis Box
PRINCIPAL
Coleman Edward Campbell
PRINCIPAL
Anna Rogge Banks
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 11, 2022 |
| Form | 13F-HR |
| Reported value | $168.9M |
| Positions | 171 |
| Change in reported value | -4.1% |
| New positions | 20 |
| Exited positions | 35 |
| Position turnover | 26.7% |
| Top-10 concentration | 89.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 3, 2026
|
211 | $352.4M |
|
Q2 2026 13F
Filed Aug 5, 2026
|
209 | $349.9M |
|
Q1 2026 13F
Filed Apr 30, 2026
|
231 | $327.9M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
239 | $306.4M |
|
Q3 2025 13F
Filed Nov 3, 2025
|
220 | $298.4M |
|
Q2 2025 13F
Filed Aug 8, 2025
|
201 | $278.2M |
|
Q1 2025 13F
Filed May 7, 2025
|
210 | $260.6M |
|
Q4 2024 13F
Filed Feb 4, 2025
|
208 | $251.6M |
|
Q3 2024 13F
Filed Oct 25, 2024
|
231 | $254.5M |
|
Q2 2024 13F
Filed Jul 29, 2024
|
238 | $238.2M |
|
Q1 2024 13F
Filed May 1, 2024
|
234 | $236.9M |
|
Q4 2023 13F
Filed Feb 8, 2024
|
234 | $248.5M |
|
Q3 2023 13F
Filed Nov 2, 2023
|
298 | $167.6M |
|
Q2 2023 13F
Filed Aug 1, 2023
|
280 | $195.1M |
|
Q1 2023 13F
Filed Apr 28, 2023
|
243 | $182.3M |
|
Q4 2022 13F
Filed Jan 30, 2023
|
220 | $173.1M |
|
Q3 2022 13F
Filed Nov 9, 2022
|
165 | $166.8M |
|
Q2 2022 13F
Filed Aug 11, 2022
|
171 | $168.9M |
|
Q1 2022 13F
Filed Apr 26, 2022
|
196 | $176.2M |
|
Q4 2021 13F
Filed Jan 21, 2022
|
183 | $177.0M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHR Schwab Intermediate Term US Treas | $43.0M | 25.45% |
| 2 | BOND Pimco Active Bond ETF | $41.8M | 24.77% |
| 3 | BSV Vanguard Short-Term Bond ETF | $13.3M | 7.88% |
| 4 | GLD SPDR Gold Trust | $11.9M | 7.02% |
| 5 | FNDE Schwab Fundamental Emerg Mkts Lg Co ETF | $10.4M | 6.14% |
| 6 | SCHE Schwab Emerging Markets Equity ETF | $10.3M | 6.13% |
| 7 | FNDF Schwab Fundamental Intl Lg Co ETF | $7.8M | 4.63% |
| 8 | SCHF Schwab International Equity ETF | $7.8M | 4.59% |
| 9 | AGG Ishares Tr Barclays Fund | $3.3M | 1.93% |
| 10 | FNDA Schwab Fundamental US Small Company ETF | $2.3M | 1.35% |
| 11 | SCHA Schwab US Small Cap ETF | $2.2M | 1.31% |
| 12 | SPTI SPDR Series Trust Portfolio Intermediate Term ETF | $2.2M | 1.3% |
| 13 | DFAC Dimensional U S Core | $1.3M | 0.77% |
| 14 | FNDX Schwab Fundamental US Large Company ETF | $1.2M | 0.68% |
| 15 | SCHX Schwab US Large Cap ETF | $1.1M | 0.65% |
| 16 | XOM Exxon Mobil Corporation | $1.0M | 0.6% |
| 17 | AAPL Apple Inc | $867.0K | 0.51% |
| 18 | SPY S P D R S&P 500 Etf Tr | $862.0K | 0.51% |
| 19 | FLIA Franklin Liberty International Aggregate Bond ETF | $581.0K | 0.34% |
| 20 | SLB Schlumberger Ltd | $574.0K | 0.34% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.